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Delap Wealth Advisory’s Marathon Petroleum MPC Stock Holding History

Delap Wealth Advisory’s Portfolio MPC Stock Details MPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,695
Closed -$543K – 229
2024
Q1 		$543K Buy
2,695
+949
+54% +$162K 0.22% 69
2023
Q4 		$259K Buy
+1,746
New +$259K 0.12% 76

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Delap Wealth Advisory's MPC Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Marathon Petroleum (MPC) in Q2 2024, closing a stake of 2,695 shares — an estimated $543K sold.

Delap Wealth Advisory first reported a position in MPC in Q4 2023 and held it in 2 quarters. The position peaked at $543K in Q1 2024. 1,645 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Marathon Petroleum position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 2,695 Marathon Petroleum shares in Q2 2024, an estimated $543K.
  • Delap Wealth Advisory first reported a position in Marathon Petroleum in Q4 2023 and held it in 2 quarters.
  • Delap Wealth Advisory's Marathon Petroleum position peaked at $543K in Q1 2024.
  • 1,645 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.